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Description

Inflation has been the topic of a number of the UK Investor Magazine Podcasts in recent months, however, such is the prevalence of the topic we must today look at a market closely linked to inflation and central bank action in Gold.


Gold reached a peak around $2,070 during the pandemic and has since eased to $1,790 as uncertainty eases. With the Federal Reserve threatening to begin their QE taper in Mid-November, we look at the forces could drive precious metals higher, or lower, as measures are taken to bring inflation under control.


We discuss Fresnillo, the London-listed silver miner, following its recent production report.


Alan also revisits OnTheMarket and the valuation disparity between its peers.


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